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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

275 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
70
Closed
21
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
-$52K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$254M
2
BIA
2
Barry Investment Advisors
Massachusetts
$10.3M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.6M
4
LGA
4
Lebenthal Global Advisors
New York
$19.3M
5
CW
5
Connectus Wealth
Ohio
$8.17M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.77M
2
SG
2
StoneX Group
New York
$2.65M
3
KCM
3
Karp Capital Management
California
$9.23M
4
SPC
4
Sigma Planning Corp
Michigan
$7.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
126
Stone House Investment Management
Pennsylvania
$543K +$543K +8,275 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$537K +$7.86K +120 +1%
SAM
128
Secure Asset Management
Michigan
$522K -$8.61K -131 -2%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$515K +$1.18K +18 +0.2%
WFA
130
WMG Financial Advisors
Tennessee
$514K -$7.68K -117 -1%
WWM
131
Western Wealth Management
Colorado
$514K +$219K +3,332 +74%
COCM
132
Charter Oak Capital Management
New Hampshire
$512K +$77.9K +1,186 +18%
SFA
133
Sequoia Financial Advisors
Ohio
$508K +$177K +2,693 +53%
Fisher Asset Management
134
Fisher Asset Management
Washington
$504K -$59.4K -904 -11%
WHC
135
Wulff, Hansen & Co
California
$499K – – –
AAS
136
Avantax Advisory Services
Texas
$492K +$175K +2,657 +55%
IAA
137
Independent Advisor Alliance
North Carolina
$479K +$11.8K +179 +3%
VWM
138
Venturi Wealth Management
Texas
$466K +$466K +7,101 New
JIP
139
Jaffetilchin Investment Partners
Florida
$463K +$45.2K +758 +11%
AF
140
Apexium Financial
Texas
$452K -$20.9K -304 -4%
DLCIG
141
D.L. Carlson Investment Group
New Hampshire
$444K +$197 +3 +0%
CAN
142
Cetera Advisor Networks
California
$444K +$55.3K +842 +14%
MG
143
Mather Group
Illinois
$442K +$6.77K +103 +2%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$436K -$19.7K -300 -4%
RIA
145
Regal Investment Advisors
Michigan
$429K +$656 +10 +0.2%
AT
146
American Trust
Kentucky
$426K +$426K +6,489 New
WA
147
WBH Advisory
Maryland
$410K +$58.3K +922 +17%
GWM
148
Geneos Wealth Management
Colorado
$403K -$55.5K -847 -12%
CAN
149
Claraphi Advisory Network
United States
$401K +$401K +6,107 New
RJA
150
Raymond James & Associates
Florida
$392K +$591 +9 +0.2%
4 5
6
7 8